Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$83K in admin expenses, $1366 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 86-0222062 PO BOX 1430 · CHARLOTTE, NC 28201 Directed Trustee | $569 |
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 contact
1 filing